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I will setup honeybook crm dubsado moxie bonsai aisle planner practice do goodshuffle
About this Gig
SETUP HONEYBOOK CRM, DUBSADO, MOXIE, BONSAI, AISLE PLANNER, PRACTICE DO, GOODSHUFFLE
ARE YOU READY TO STREAMLINE YOUR BUSINESS AND AUTOMATE YOUR CLIENT WORKFLOW?
I will professionally set up, customize, and automate your CRM system so you can save hours every week, stop chasing leads, and give your clients a seamless booking experience.
PLATFORMS I SPECIALIZE IN:
HONEYBOOK
DUBSADO
MOXIE
BONSAI
AISLE PLANNER
PRACTICE.DO
GOODSHUFFLE PRO
WHAT I WILL DO FOR YOU:
Complete account setup & custom branding (logo, colors, fonts)
Lead capture forms & smart client questionnaires
End-to-end workflow automation (triggers, reminders, status updates)
Custom proposals, contracts, agreements & invoices
Payment gateway integration (Stripe, PayPal, bank transfers)
Calendar & appointment scheduling setup
Client portal customization & asset organization
Full system testing before handoff
WHY CHOOSE ME?
Clean, tested automation logic without broken links
Tailored specifically to your business process
Clear communication and fast delivery
Ready to put your client management on autopilot? Send me a message or place your order today!
Software:
Salesforce
FAQ
Which CRM platforms do you work with?
I specialize in HoneyBook, Dubsado, Moxie, Bonsai, Aisle Planner, Practice.do, and Goodshuffle Pro. If your platform isn't listed here, send me a message and I will confirm if I can help.
What do you need from me to get started?
I will need access to your CRM account, your branding assets (logo, brand colors, fonts), existing contracts/questionnaires/price lists, and an outline of your current client onboarding process.
Do I need to already have an active CRM subscription?
Yes, you should have an active subscription or trial account on your chosen platform. If you haven't signed up yet, reach out and I can help you pick the best one for your workflow before you purchase.
Will you test the system before delivering the project?
Yes. I thoroughly test every workflow, contact form submission, automated email trigger, questionnaire, and payment link to make sure everything functions without errors before final handover.
Can you migrate my existing client data and leads?
Yes, I can import your existing client lists, leads, and past job data via CSV or manual entry. Depending on the size of your database, this may be added as a custom gig extra.
